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Working Wealthy – Prioritize Your Estate Plan

Maybe we should start calling estate planning something other than an estate plan. For some, it feels like an imposing name or phrase, an estate plan. When I think of an estate, I think of the English countryside with rolling green manicured lawns and a stately mansion nestled in the middle of all the green. […]

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College Send Off: Stay Informed and Protected

Summer feels like it just started, and back-to-school is already around the corner. Whether you are dropping off your fifth child for the first time at college – or your first child for the fifth time – you’re ready for this. You made good decisions along the way and tackled a lot: Filled out your […]

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The Top 3 Steps To Launching Happy, Independent Children

Raising children in today’s world of abundance, instant gratification, and social media can be challenging. Parents strive to help their children become healthy, happy, independent adults passionately pursuing their purpose and dreams. As a mother of two teenagers and one pre-teen, I am keenly focused on this target – prepare to launch! It can be […]

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Top 5 Ways To Help Aging Loved Ones

When your aging parents or other loved ones need help, it can be unsettling and overwhelming.  It often happens gradually and perhaps unnoticed, and then suddenly can become urgent to figure out what they need, understand the many options, and then step in to make decisions.  From talking to our clients, we have identified 5 […]

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Wealth Watch

How Will Tax Increases Impact the Markets?

It’s no secret that taxes are expected to rise. The Biden Administration has proposed higher taxes on individuals and businesses, potentially reversing many of the effects of the 2017 tax cuts. The proposals and what becomes law, however, are two different things. With a narrowly divided Congress, it seems unlikely the proposals will pass as […]

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How Do I Gift My Carried Interest?

After meeting with your personal CFO and financial team, you have determined, as a private equity professional, that gifting carried interest fits within the scope of your long-term financial goals. You have reviewed future cash flows, potential income and estate tax savings, and the amount of estimated growth you are shifting to future generations. The […]

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Wealth Watch

Bond Update – June 2021

Three months ago, we wrote to you about updates to your bond portfolio that increased diversification and flexibility to better navigate the changing dynamics of the bond market, such as rate movements, changes in spreads, and inflation. Those changes were implemented and, thus far, have been additive as your bond portfolio has outpaced the market. […]

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Simplifying Restricted Stock – What You Need to Know

Many companies offer restricted stock awards (RSA’s) in their executive compensation packages to drive performance and attract and retain top talent. The challenge often lies with understanding the value and opportunities of these packages. Today we’ll discuss a very important but not-so-well understood topic, the 83(b) Election. RSAs vs. RSUs First, it’s important to note […]

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Wealth Watch

Demystifying Cryptocurrency

There are few investments that are as little understood and as over-hyped as cryptocurrency. The April 14 initial public offering (IPO) of Coinbase, a cryptocurrency exchange, generated tremendous buzz on Wall Street. For “crypto-evangelists,” the IPO was viewed as a watershed moment and a signal that cryptocurrency investing had achieved mainstream status. For that reason, […]

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How the New Stimulus Package Benefits Divorced Families

As you have likely heard by now, the $1.9 trillion American Rescue Plan Act is now enacted. The package expands relief provisions first introduced in the Coronavirus Aid, Relief and Economic Security (CARES) Act and creates new measures to provide relief to the American people. In this piece, we will specifically focus on how this […]

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Do You Need Life Insurance for Life?

Not everyone needs life insurance. Some of those that do can be handled with simple solutions. Others may be best served by more complex planning. Determining Your Need for Life Insurance Insurance of any kind is simply a transfer of risk. Premiums are payments to shift the financial risk from you to the carrier. Life […]

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Working Wealthy – It’s Not Easy Waiting

This past winter, I built an ice rink in our backyard. It was a labor of love—for every hour of work that went into it, we probably enjoyed about 10 minutes of equivalent ice time. Even with that trade-off, it was entirely worth the effort. Attempting to be a good neighbor in our new home, […]

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